PVIVX vs. XSMO

In the year-to-date period, PVIVX achieves a -22.47% return, which is significantly lower than XSMO's -13.86% return. Over the past 10 years, PVIVX has underperformed XSMO with an annualized return of 3.88%, while XSMO has yielded a comparatively higher 8.98% annualized return.

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PVIVX has a 1.25% expense ratio, which is higher than XSMO's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Invesco S&P SmallCap Momentum ETF (XSMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PVIVX Sharpe Ratio is -0.87, which is lower than the XSMO Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of PVIVX and XSMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PVIVX has not paid dividends to shareholders, while XSMO's dividend yield for the trailing twelve months is around 0.97%.

The maximum PVIVX drawdown since its inception was -54.12%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for PVIVX and XSMO. For additional features, visit the drawdowns tool.

Paradigm Micro-cap Fund (PVIVX) and Invesco S&P SmallCap Momentum ETF (XSMO) have volatilities of 11.19% and 10.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.